About Us

Watkins Financial was conceived in 1991. Our mission is to provide personal and professional service to our corporate and individual clients. Our core belief is that individuals want and need a personal touch when it comes to matters of business and family insurance planning.

Over the last decade, financial corporations have merged and become larger. As a result, true personal client relationships may have been lost. We take the time to understand our clients' financial needs and objectives. Only after we identify what is important to the individual can we establish a financial strategy to help satisfy his or her needs.

We have strong relationships with companies that offer quality financial products. Once a client's goals are identified, we craft plans that will satisfy both short and long-term needs.

At Watkins Financial we like what we do. We are most fortunate to be in the business of establishing and maintaining quality relationships with our clients – relationships that have a positive impact on our clients' professional and personal lives.

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Disclosure

Jack Watkins is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0E33958), CT, FL, IN, MA, ME, NH, NY, OH, PA, RI, SC, TX, VA, and VT. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Jack Watkins is licensed and authorized to offer insurance in California, but WATKINS FINANCIAL AND INSURANCE PROFESSIONALS, INC. may not be. For additional information on California licensure status, please click here.

Jack Watkins is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, Watkins Financial And 30 Massachsuetts Ave Ste 305, North Andover, MA, 01845, 978-682-3147. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, FL, GA, MA, ME, NH, NY, PA, SC, and VT. No offers may be made or accepted from any resident outside the specific states referenced.

Jack Watkins is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CO, FL, GA, MA, ME, NH, NY, PA, SC, and VT. As such, these services are strictly intended for individuals residing in the states referenced.

WATKINS FINANCIAL AND INSURANCE PROFESSIONALS, INC. is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither WATKINS FINANCIAL AND INSURANCE PROFESSIONALS, INC. nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

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